Once you've completed your own "Emergency Plan", mark this task as done.
You'll need their name, address, phone and email.
With the help of your Attorney give your Primary Emergency Contact a Limited Power of Attorney so they can handle your affairs should you become injured or incapacitated.
Let them know they're to take over as manger if something happens to you.
The "Emergency Plan Summary" should list the following information at a minimum:
- Name, address, phone and email of your Attorneys
- Name, address, phone and email of your Primary, Backup and Third Emergency Contacts
- List of all your properties (rentals and owner occupied)
- List of tenants in each property and where to find their tenant file
- List of all your bank, savings and investment accounts with account numbers, logins and passwords
- List of all your LLCs, trusts and other entities, what is in each and who is to run them should something happen
- List of all your mailboxes and where the key is to each
- List of all your email accounts and password for accessing each
- List of all your insurance policies and the Insurance Agent for each
- List of all your Powers of Attorney, who they're with and where to find each
- Location of your Will
- If you've buried or otherwise hidden any treasure, a map or at least clues as to where to find it
- Your preferred referral list for all your contractors and professional advisers
- Documentation on your key business processes (how to run your business if you're not there)
Example might be you store your primary "Emergency Plan Summary" sheet in your locked safe in your office. You could keep a backup in your safe at home.
Another example might be you store your primary "Emergency Plan Summary" sheet in your locked filing cabinet at home and your Attorney has a second copy in his locked filing cabinet in his office.
IMPORTANT NOTE: My personal Attorney suggested NOT using a safe deposit box as they can be hard for your Emergency Contacts to access should something happen to you.